Unapply Payments from Invoices and Debit Memos

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The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support.

You can unapply the applied payments from invoices and debit memos. For example, a payment is applied incorrectly. After you unapplied the payment from the invoices, the payment is then recorded as "unapplied". The amount from the invoices is transferred into the unapplied amount of the payments. You can then apply the payment to any open invoices and their invoice items.

You can unapply the payments only if you have the user permission. See Payment Roles for more information.

Through the billing settings configuration, you can configure a default application rule to determine how to unapply payments applications from invoices and debit memos. Zuora uses the specified application rule to automatically unapply the payment if you have not specified item-level application amounts explicitly.